LCII News and Press, LCI Industries From 05/10/22

The following slide deck was published by LCI Industries in conjunction with their 2022 Q1 earnings call. For further details see: LCI Industries 2022 Q1 - Results - Earnings Call Presentation

LCI press release (NYSE:LCII): Q1 GAAP EPS of $7.71 beats by $2.47. Revenue of $1.64B (+64.0% Y/Y) beats by $240M. North American RV OEM sales up 90% Y/Y to $997.8M. For FY2022, the company expects Capex of $130M to $150M. For further details see: LCI GAAP EPS of $7.71 beats by $2.47, r...

Accelerated growth supported by strong operational execution First Quarter 2022 Highlights Net sales of $1.6 billion in the first quarter, up 64% year-over-year Net income of $196.2 million, or $7.71 per diluted share, in the first quarter, up $122.1 million, o...

LCI (NYSE:LCII) is scheduled to announce Q1 earnings results on Tuesday, May 10th, before market open. The consensus EPS Estimate is $4.99 (+70.3% Y/Y) and the consensus Revenue Estimate is $1.4B (+40.0% Y/Y). Over the last 1 year, LCII has beaten EPS estimates 75% of the time and has beaten ...

LCI Industries (NYSE: LCII), which, through its wholly-owned subsidiary, Lippert Components, Inc. ("Lippert"), supplies, domestically and internationally, a broad array of highly engineered components for the leading original equipment manufacturers ("OEMs") in the recreation and transp...

The past few months have been difficult for shareholders of Gentex as weakness on the company's top and bottom lines persisted. Gentex management currently anticipates good things for the business this year, but analysts view the near term as unfavorable. GNTX stock is becoming mo...

Manufactured Housing REITs have emerged over the past decade from relative obscurity into several of the most well-run publicly-traded property owners in the world, but have uncharacteristically stumbled in early-2022. MH REITs are among the most interest-rate-sensitive property secto...

Superior Industries International has been a volatile prospect in recent years, but its recent performance is encouraging. The company is certainly a riskier play that has struggled with profitability, but overall cash flows have been positive. This makes the business incredibly c...

LCII's Q4 revenue rose over 50% YOY, yet fell 4% sequentially. If LCII tamps down acquisitions, it may have to rely on organic growth. The Fed is removing the punch bowl and I expect cyclical industries to face headwinds. If LCII's organic revenue and earnings slow, the stock coul...

Executive Chair Bill Ford picked up $4.5 million worth of Ford stock on the open market last week. Automotive part manufacturer LCI Industries saw a cluster of three insiders purchase shares. Insiders are buying ahead of an earnings related blackout period. For further detai...